ESOP · DOL Form 5500 · 2023

Morley Builders, Inc. ESOP

Data updated 2026-08-25

$72M
Total assets Below avg plan size
120
Participants Small participant base
89th
Percentile by assets National rank
$596,408
Avg per participant High balance/head
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Official DOL plan name: Morley Builders, Inc. Employee Stock Ownership Plan · Sponsored by Morley Builders, Inc. · California · Construction

$72M in assets, 120 participants

Morley Builders, Inc.'s Morley Builders, Inc. Employee Stock Ownership Plan reported $72M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 89th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,836 in Construction (9,030 peers)

Coverage in California

Morley Builders, Inc. Employee Stock Ownership Plan covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $72M.

#7,836
in Construction (9,030 peers)
-0.0%
assets change YoY
0.7×
vs typical plan assets (national mean)

Morley Builders, Inc. Employee Stock Ownership Plan's outsized position by total assets

Morley Builders, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$71,568,918 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Morley Builders, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morley Builders, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morley Builders, Inc. Employee Stock Ownership Plan reported net income rose from -$13M in the plan year 2022 filing to $623K in the plan year 2023 filing.
  • Morley Builders, Inc. Employee Stock Ownership Plan reported participants fell from 136 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 953920697 · Morley Builders, Inc. PY 2023 · ESOP

Morley Builders, Inc. Employee Stock Ownership Plan · $72M · 120 · 89th

  • PART $72M
  • PART 120
  • PART 89th
  • PART ESOP
  • PART near Filmrise, Inc. Employee Stock Ownership Plan
  • PART ind #7836

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in California →

Morley Builders, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Dustrol, Inc. Employees' Stock Ownership PlanDustrol, Inc. Employees' Sto…$72MTcw Holdings, Inc. Employee Stock Ownership PlanTcw Holdings, Inc. Employee …$72MFilmrise, Inc. Employee Stock Ownership PlanFilmrise, Inc. Employee Stoc…$72MMorley Builders, Inc. Employee Stock Ownership PlanMorley Builders, Inc. Employ…$72MCape Cod Lumber Co., Inc. Employee Stock Ownership PlanCape Cod Lumber Co., Inc. Em…$71M
End-of-year total assets ($M) among Morley Builders, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$52M
Net Income$623K
Employer EIN953920697
Plan Effective Date1983-02-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Morley Builders, Inc.)

Sponsor-wide plan assets over time

All Morley Builders, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 5.9884699300729025% vs 2022
2024 filing year
$98M$100M$102M$104M$106M$108M 202220232024 $99.8M $106M ▲ +6.0%
Year Plans Participants Total Assets
2022 2 278 $100M
2023 2 264 $104M
2024 2 288 $106M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Morley Builders, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Morley Builders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071568918 · Participants: 120Morley Builders, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Morley Builders, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Morley Builders, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Morley Builders, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Filmrise, Inc. Employee Stock Ownership Plan in NY ($72M); by covered participants it is Gordon, Inc. Employee Stock Ownership Plan in LA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Morley Builders, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Morley Builders, Inc. Employee Stock Ownership Plan held essentially flat - down 0.0% during 2023, from $72M to $72M. Reported net income was $623K.
How have Morley Builders, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morley Builders, Inc.'s sponsor-wide assets grew 6.0%, from $100M to $106M.
Where does Morley Builders, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Morley Builders, Inc. Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Morley Builders, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Filmrise, Inc. Employee Stock Ownership Plan in NY ($72M, 106 participants).
Which ESOP plans cover a similar participant headcount to Morley Builders, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gordon, Inc. Employee Stock Ownership Plan in LA (120 participants, $41M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953920697.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.